Ryan Spaulding

What do you primarily create for follow-up? Leads vs Tasks

Discussion created by Ryan Spaulding on Aug 27, 2019

Hey all,

 

I'm just now back in Marketo after about 4 years in Eloqua, and at my new org we are dealing with some of the same issues I had in the past with Marketo in a large org. 

 

Both orgs use the lead object in SFDC for basically everything. It makes some sense, as this is what SFDC makes easy for conversion and attribution to campaigns. This becomes a problem when Marketo knows the form-filler, as it will want to generate a task on the contact record vs new leads. Only new people become "lead" objects in SFDC.

 

So I was attempting to go down the path of challenging Marketo to make this work more like Eloqua, where we have the freedom to create new leads, but I wanted to check with you all first.

 

Are you using the lead object in SFDC as what sales follows up on? It's starting to feel like it should only be tasks we generate, and lead objects are handled perhaps by marketing to add to accounts. new SFDC leads are created manually by what amounts to an inside sales function, driven to action by the appropriate status in an SFDC campaign. 

 

We have dupes galore and thousands of unactioned "leads" sitting in queues by the former team. And tasks for follow-up are being missed.

 

I'd appreciate any feedback here or any insights you have. I'm only 3 weeks back in and the heat is on to fix the mess!

Outcomes